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A will puts important wishes in writing, including how certain property should be handled and who should carry out your instructions. Contact us today.
#Wills #EstatePlanning
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TexasInheritance.Com retweeted
Beneficiaries who discover potential problems after probate closes should preserve relevant records and seek legal guidance promptly. Early action may help protect estate assets and clarify what further proceedings are available. #ElderLaw #Estates #Trusts #ClosedProbate bit.ly/4qonwr6
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Letters of Instruction are so, so helpful! 💯
Replying to @jennyrozelle
💯 that’s why I keep a “Letter of Instruction” in the same envelope as my Will, PoA & healthcare directives
→ to advise my spouse on what to do
In case both of us pass, it has contact details for:
*attorney who prepared our estate planning docs
*executor
*trustees of testamentary trusts
*personal custodian of children as named in our Will
*tax pro
*key family members
…plus a list of every asset, account (including log-in details), insurance policy, debt & bill to pay
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Good lawyers know the law, great lawyers know which cases should go to a jury and which cases should absolutely be settled.
TexasInheritance.Com retweeted
Your definition of "child" matters in estate planning. 👫
Like: stepchild. Legally, they are not your child. But in your heart, maybe they are.
Be clear about who-is-who in your estate plan. Including non-biological children will likely require specific wording.
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In honor of Lana Turner's birthday yesterday, here is an article about the trust battle after her death. The beneficiary of Turner's trust claimed that it was drained by taxes and expenses--including excessive lawyers’ and accountants’ fees. buff.ly/3J4cfW3
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Thank you to all who attended my presentation to the Suffolk County Estate Planning Council this morning: When Science Reveals a Family Secret - DNA Registries and the Implications For The Trust and Estate Practice. Do you have a story?
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Did you know Feb 6 is Babe Ruth’s birthday? - Family inherits man's Babe Ruth card that's expected to break $5.2 million all-time record buff.ly/3sg8R3G
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A Power of Attorney Creates a Fiduciary Duty - Texas courts recognize that a person with a power of attorney owes the principal (the person who gave the power of attorney) a fiduciary duty.
texasinheritance.com/a-power…
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Are all Powers of Attorney the same? - All powers of attorney are not the same. A power of attorney ends on the death of the person who gave the POA. If not "durable" it ends on the incompetence of the person who gave it.
texasinheritance.com/are-all…
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What happens if you get divorced after making your will? - When you get divorced, Texas law answers the question of what happens if you get divorced after making your will?
texasinheritance.com/what-ha…
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What is a will contest in Texas? - A will contest in Texas is the opposition of a document that has been offered from probate. Lack of testamentary capacity and undue influence are reasons to contest a will.
texasinheritance.com/what-is…
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Contesting a Will Because of Undue Influence - Undue influence takes many forms. Almost all involve taking advantage of the elderly. Relationship poisoning is a form of undue influence.
texasinheritance.com/contest…
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Relationship Poisoning - Relationship poisoning - negative remarks about a person's family and reinterpreting historical events in a negative manner,
texasinheritance.com/relatio…
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Should I have a will? - If you don't have a will in Texas, the state decides who gets your property. The state distribution plan is probably what you want to happen to your property—your closest relatives get it—but maybe not.
texasinheritance.com/should-…
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How I learned to stop worrying and love probate, Part 1. - Texas probate is the easiest, quickest, and least costly probate in the United States. You should not be concerned about it.
texasinheritance.com/how-i-l…
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Can You Probate An Invalid Will In Texas - Invalid wills can be admitted to probate if not contested The idea to take away from the case discussed in this article and similar cases is that this will had been admitted to probate.
texasinheritance.com/can-you…
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Can You Probate An Invalid Will In Texas -
texasinheritance.com/can-you…
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If You Don't Mention Some of Your Property in Your Will, Who Gets it? - In Texas, poorly drafted wills sometimes do not dispose of all of their property. What happens to the property? This article explains it.
texasinheritance.com/if-you-…
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Gift Deeds in Texas - Gift deeds are valid in Texas but there are requirements above and beyond what is required of a normal deed. A gift deed is a document that transfers title to land.
texasinheritance.com/gift-de…









